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Berkshire Hathaway shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $49M 107k 460.26
2024-06-30 $45M 111k 406.80
2024-03-31 $46M 108k 420.52
2023-12-31 $33M 92k 356.66

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Bank of America Corporation
Royal Bank of Canada
Susquehanna International
International Assets Investment Management
Goldman Sachs Group

View all funds holding Berkshire Hathaway